Alexis Lavergne, fixed income investment specialist at Janus Henderson, argues that an active 60/40 portfolio can help clients stay invested during times of market stress.
Tag: Janus Henderson
The FSA Spy market buzz – 2 May 2025
Grayscale’s innovation proxy; Blue Owl is making waves; Lombard Odier and China’s energy transition; UBS and contrarian investing; Janus Henderson and robots; Berkshire Hathaway and much more.
Wellington CEO: The single riskiest asset class could be the S&P 500 index
Asset management CEOs were also optimistic on China at the private wealth sessions during the HSBC Global Investment Summit.
The FSA Spy market buzz – 14 March 2025
Bear markets and feelings; Another loony Bitcoin fund; Are markets overvalued or not? The dot com bust after 25 years; Capital Group on underestimation; Stupidity, Boomer coins and much more.
Janus Henderson: Dividends in Apac declined last year
Dividends in Asia Pacific ex-Japan fell in 2024, while Japan saw its dividend growth exceed all other major stock markets.
The FSA Spy market buzz – 28 February 2025
Invesco’s oil bet; Star fund manager dangers; Federated Hermes is thinking biodiversity; BlackRock is worrying about the world; Janus Henderson on Nvidia; Fear and Greed; Bitcoin woes and much more.
Janus Henderson’s Clode: Fund managers are making excuses for underperformance
Active managers should not be blaming the ‘Magnificent 7’ for underperforming, Clode says.
The FSA Spy market buzz – 3 February 2025
DeepSeek’s big surprise digested; A PE ETF that is not all it seems; Ninety One’s Nintendo goodies; Chinese cars are marching forth; Warren Buffet’s cash; Gold bug happiness and Meta’s real virtual loss.
Japan ready to join ‘global club of normalised monetary policy’
The Bank of Japan hiked interest rates to their highest level in 17 years on Friday, but investors reckon the outlook for equities is benign.
The FSA Spy market buzz – 17 January 2025
Astronauts and silver; Eastspring’s parseltongue; Janus Henderson’s contrarian Europe; Seinfeld on AI; A meritocratic fund; Bitcoin fizzes with Trumpian enthusiasm; Mug shot; Getting aggressive and much more.
